Camtek Ltd. (CAMT) vs Ultra Clean Holdings, Inc. (UCTT)
Camtek Ltd. and Ultra Clean Holdings, Inc. are both Semiconductor Equipment & Materials companies. Camtek Ltd. is the larger, with a market value of $6.8B against $3.5B — 1.9× the size. Ultra Clean Holdings, Inc. has negative trailing earnings, so its P/E is not meaningful; Camtek Ltd. trades at 193×. Camtek Ltd. grew revenue faster over the last twelve months: 11.8% against 2.52%. Camtek Ltd. has the higher net margin (7.03% vs −1.07%) and the higher return on invested capital (13.0% vs 3.68%). Across the 20 metrics below, Camtek Ltd. leads on 16 and Ultra Clean Holdings, Inc. on 4.
Valuation
Profitability
| Metric | CAMT | UCTT | Semiconductor Equipment & Materials median |
|---|---|---|---|
| Gross margin | 50.23% | 15.83% | 43.95% |
| Operating margin | 23.46% | 2.84% | 10.32% |
| Net margin | 7.03% | (1.07%) | 7.45% |
| Free cash flow margin | 0.00% | (5.15%) | 6.77% |
| Return on equity | 5.31% | (3.11%) | 4.78% |
| Return on assets | 3.07% | (1.28%) | 3.62% |
| Return on invested capital | 13.01% | 3.68% | 6.10% |
Growth
Health
Dividend
Size
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